Your summit recap

Trillium Family Services' Summit insights

Trillium Family Services joined the Summit to explore key strategies in donor engagement and year-end fundraising. Discover practical insights and recommendations tailored to enhance your organization’s giving potential.

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What your team caught at Summit

Here are the top sessions you or your team attended

Finding Untapped Major Giving Potential Within Your Existing Donor Base

Your existing donor base already has stock, DAF, and crypto capacity — the potential is there, you just haven't asked yet.

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How Blended Gifts Can Become Your Very Largest Donations

Pairing a current gift with a planned one can turn a modest ask into a donor's single largest gift.

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Just for you

A few sessions we think your team would enjoy

How to Unlock Wealth-Based Giving at Year-End

Most donor wealth sits outside checking accounts — that's the untapped opportunity nonprofits miss by asking for cash only.

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The DAF Opportunity: Winning Donor-Advised Fund Gifts at Year-End

DAFs are one of the biggest underused channels in philanthropy — and year-end is when to unlock them.

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Raise transformational gifts with FreeWill

Here's where FreeWill can help next

Based on the sessions Trillium Family Services attended, we've pulled together a few ways to keep the momentum going.

FreeWill's Auto-Stewardship acknowledges and engages your bequest donors at scale with timely, customized emails sent on your behalf, no extra work for your team.

A FreeWill Featureship puts your nonprofit in front of thousands of people making a will each month — a direct way to reach donors you haven't met yet.

The average stock gift through FreeWill runs about $10,400, against roughly $100 for an average cash gift. Same donors, a very different number when they give a different way.

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What's worked for others

From nonprofits tackling goals like yours

Full Platform

How the American Heart Association raises tax-smart gifts today and secures millions for the future with FreeWill

Smart Giving Suite

How Cure Blindness Project actively promotes non-cash giving and raised over $700K with FreeWill

Featureships

Achieving breakthroughs in planned giving: Cancer Research Institute’s success with FreeWill